Plan Snapshot
- Plan Sponsor: Jetro Cash & Carry Enterprises, LLC
- Sponsor EIN: 132847390
- Sponsor Address: 1710 WHITESTONE EXPY, WHITESTONE, NY, 113573054
- Plan Type: 401(k)
- Total Participants: 3,671
- Total Assets: $163.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,671 | $163.7M | $3.2M | $6.6M |
| 2023 | 3,544 | $147.3M | $3.1M | $6.5M |
| 2022 | 3,359 | $130.2M | $3.2M | $7.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NUSSBAUM YATES BERG KLEIN & WOLPOW | Auditor | $16,800 | — | $16,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,800
- Estimated Expense Ratio: 0.010% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $61,187 | — | — | $16,800 | — |
| 2023 | $23,960 | — | — | $17,000 | — |
| 2022 | $394 | — | $394 | — | — |